Earnings360 Newsletter for 7/1/2025

Earnings360 Newsletter for 7/1/2025
Earnings Highlights: STZ, MKC, NKE, JEF, MU, PAYX, GIS, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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​9 AI Stocks Set to Soar Amid U.S.-China Trade Tensions (ad)
​9 AI Stocks Set to Soar Amid U.S.-China Trade Tensions
The escalating U.S.-China trade tensions are reshaping the AI landscape. Companies like Nvidia are facing significant revenue hits with the U.S. imposing new export restrictions on advanced AI chips to China.

This shift opens doors for U.S.-based AI companies poised to fill the gap.
 
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Top Earnings News
UBS Reaffirms Buy on Elevance Despite Adjusted 2025 Earnings Outlook
5 Must-Read Analyst Questions From Solventum’s Q1 Earnings Call
This Social Security Shift Could Boost Benefits by 400% (from InvestorPlace)
Apollo Global Management's (NYSE:APO) three-year earnings growth trails the solid shareholder returns
5 Revealing Analyst Questions From Warner Music Group’s Q1 Earnings Call
5 Insightful Analyst Questions From HubSpot’s Q1 Earnings Call
The Top 5 Analyst Questions From Nova’s Q1 Earnings Call
Here’s How Americans Are Preparing for a Possible War (from American Alternative)
Teledyne’s Q1 Earnings Call: Our Top 5 Analyst Questions
5 Revealing Analyst Questions From Elanco’s Q1 Earnings Call
Starwood Property Trust’s Q1 Earnings Call: Our Top 5 Analyst Questions
5 Must-Read Analyst Questions From Fidelity National Financial’s Q1 Earnings Call

Tuesday, July 1 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
GBX Greenbrier Companies$55.28$0.99$1.86$0.87$842.70$785.722.7%
MSM MSC Industrial Direct$90.74$1.03$1.08$0.05$971.15$969.72-.8%
STZ Constellation Brands$169.31$3.45$3.22($0.23)$2.52 thousand$2.57 thousand-5.5%
Recession Fears Mounting? 2 AI Stocks to Watch Now (ad)
As Markets Shudder, AI Emerges as a Bright Spot for 2025
2025 is off to a turbulent start—markets are swinging wildly, inflation pressures remain high, and recession fears are creeping back into headlines.

But even in uncertain times, innovation doesn’t slow down.

In fact, artificial intelligence (AI) is accelerating faster than ever—creating new profit opportunities while the broader market struggles.

Our latest research reveals two AI stocks trading under $15 that could thrive even as volatility grows. These under-the-radar companies are positioned to ride the next wave of AI-driven demand—and they’re still flying below most investors’ radar.
 
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Monday, June 30 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
PRGS Progress Software$51.52$1.30$1.40$0.10$237.36$237.2335.6%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AERT Aeries Technology2/21/2025Morning
FIZZ National Beverage9/4/2025Morning
LASE Laser Photonics8/2/2025Afternoon
ZENV Zenvia9/4/2025Afternoon
FC Franklin Covey7/2/2025Afternoon
UNF Unifirst7/2/2025Morning
BUKS Butler National7/21/2025During Market Hours
PODC PodcastOne8/12/2025Morning
YASKY Yaskawa Electric7/4/2025Morning

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